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Souders Financial Advisors’s General Dynamics GD Stock Holding History

Souders Financial Advisors’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$354K Sell
999
-116
-10% -$39.7K 0.04% 175
2026
Q1 		$383K Buy
1,115
+108
+11% +$38.3K 0.04% 165
2025
Q4 		$339K Sell
1,007
-31
-3% -$10.6K 0.04% 172
2025
Q3 		$354K Buy
1,038
+141
+16% +$44.4K 0.04% 158
2025
Q2 		$262K Buy
+897
New +$247K 0.03% 173

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Souders Financial Advisors's GD Position: Q2 2026 in Review

Souders Financial Advisors reduced its General Dynamics (GD) stake by 10% in Q2 2026, selling an estimated $39.7K and leaving 999 shares worth $354K. The position accounts for 0.04% of the portfolio, ranked #175.

Souders Financial Advisors first reported a position in GD in Q2 2025 and has held it in 5 quarters since. The position peaked at $383K in Q1 2026. 2,216 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Souders Financial Advisors held 999 shares of General Dynamics worth $354K as of Q2 2026.
  • Souders Financial Advisors sold 116 General Dynamics shares in Q2 2026, an estimated $39.7K.
  • General Dynamics made up 0.04% of Souders Financial Advisors's portfolio in Q2 2026, its #175 holding.
  • Souders Financial Advisors first reported a position in General Dynamics in Q2 2025 and has held it in 5 quarters since.
  • Souders Financial Advisors's General Dynamics position peaked at $383K in Q1 2026.
  • 2,216 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.